-73.2%
USO vs NDAQ
+897.9%
-971.1%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.2% | -0.3% |
| 7D | -1.9% | +1.3% | -3.2% | -2.2% |
| 30D | -5.2% | +18.0% | -23.2% | -8.7% |
| 3M | +16.4% | +11.5% | +4.9% | +13.3% |
| 6M | +2.5% | +21.1% | -18.6% | -2.6% |
| YTD | +110.5% | +12.8% | +97.7% | +102.1% |
| 1Y | +108.4% | +25.7% | +82.7% | +95.0% |
| 3Y | +99.6% | +116.8% | -17.2% | +62.5% |
| 5Y | +160.1% | +67.3% | +92.8% | +122.0% |
| 10Y | +86.3% | +473.3% | -387.1% | +16.6% |
| All | -73.2% | +897.9% | -971.1% | -87.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded NDAQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling